Latest Institutional Sells of Salesforce, Inc. (CRM)
This list provides information on the latest institutional transactions involving Salesforce, Inc. (CRM) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
PUT |
-400- 0.53% |
$94.5K - $116K
|
75.5K
$18.3M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-400- 9.27% |
$94.5K - $116K
|
3.92K
$950K
|
|
|
Jul 28, 2025
Q2 2025
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-396- 34.59% |
$93.6K - $115K
|
749
$182K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
SELL
|
- |
-394- 5.16% |
$93.1K - $115K
|
7.25K
$1.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-392- 31.39% |
$92.6K - $114K
|
857
$208K
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-390- 13.55% |
$92.1K - $114K
|
2.49K
$604K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-390- 5.11% |
$92.1K - $114K
|
7.25K
$1.76M
|
|
|
Jul 16, 2025
Q2 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
SELL
|
- |
-387- 25.08% |
$91.4K - $113K
|
1.16K
$281K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-380- 5.29% |
$89.8K - $111K
|
6.8K
$1.65M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-378- 1.52% |
$89.3K - $110K
|
24.4K
$5.93M
|
|
|
Aug 12, 2025
Q2 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-376- 21.51% |
$88.8K - $109K
|
1.37K
$333K
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-376- 9.46% |
$88.8K - $109K
|
3.6K
$873K
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-374- 32.86% |
$88.4K - $109K
|
764
$185K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-374- 17.26% |
$88.4K - $109K
|
1.79K
$435K
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-372- 1.07% |
$87.9K - $108K
|
34.3K
$8.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-370- 0.58% |
$87.4K - $108K
|
63.9K
$15.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-368- 7.37% |
$86.9K - $107K
|
4.63K
$1.12M
|
|
|
Jul 07, 2025
Q2 2025
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-367- 0.47% |
$86.7K - $107K
|
77.8K
$18.9M
|
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-366- 2.29% |
$86.5K - $107K
|
15.6K
$3.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-366- 3.41% |
$86.5K - $107K
|
10.4K
$2.52M
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Investment Management LLP
London, |
SELL
|
- |
-352- 1.48% |
$83.2K - $102K
|
23.4K
$5.68M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-352- 6.48% |
$83.2K - $102K
|
5.08K
$1.23M
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
SELL
|
- |
-350- 1.3% |
$82.7K - $102K
|
26.7K
$6.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-345- 47.46% |
$81.5K - $100K
|
382
$92.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Cottage Street Advisors LLC
|
SELL
|
- |
-343- 8.68% |
$81K - $99.9K
|
3.61K
$876K
|
|
|
Aug 14, 2025
Q2 2025
|
Css LLC
Chicago, IL |
SELL
|
- |
-340- 37.78% |
$80.3K - $99K
|
560
$136K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-339- 31.39% |
$80.1K - $98.7K
|
741
$180K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-331- 5.14% |
$78.2K - $96.4K
|
6.1K
$1.48M
|
|
|
Aug 11, 2025
Q2 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-329- 19.53% |
$77.7K - $95.8K
|
1.36K
$329K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-323- 3.16% |
$76.3K - $94K
|
9.91K
$2.41M
|
|
|
Aug 14, 2025
Q2 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-322- 22.36% |
$76.1K - $93.8K
|
1.12K
$271K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-321- 0.35% |
$75.8K - $93.5K
|
90.6K
$22M
|
|
|
Aug 05, 2025
Q2 2025
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-320- 1.38% |
$75.6K - $93.2K
|
22.9K
$5.56M
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-320- 0.27% |
$75.6K - $93.2K
|
116K
$28.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Navalign, LLC
|
SELL
|
- |
-315- 4.08% |
$74.4K - $91.7K
|
7.4K
$1.8M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-314- 8.95% |
$74.2K - $91.4K
|
3.19K
$775K
|
|
|
Jul 17, 2025
Q2 2025
|
Clean Yield Group
|
SELL
|
- |
-314- 1.33% |
$74.2K - $91.4K
|
23.3K
$5.65M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-314- 18.22% |
$74.2K - $91.4K
|
1.41K
$342K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-313- 52.25% |
$73.9K - $91.1K
|
286
$69.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-313- 5.99% |
$73.9K - $91.1K
|
4.91K
$1.19M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-313- 4.46% |
$73.9K - $91.1K
|
6.7K
$1.63M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-310- 5.78% |
$73.2K - $90.3K
|
5.05K
$1.23M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-310- 88.07% |
$73.2K - $90.3K
|
42
$10.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-310- 18.96% |
$73.2K - $90.3K
|
1.33K
$322K
|
|
|
Aug 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-307- 14.68% |
$72.5K - $89.4K
|
1.78K
$433K
|
|
|
Jul 16, 2025
Q2 2025
|
Wd Rutherford LLC
|
SELL
|
- |
-305- 2.17% |
$72.1K - $88.8K
|
13.7K
$3.33M
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-304- 9.49% |
$71.8K - $88.5K
|
2.9K
$704K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-304- 5.41% |
$71.8K - $88.5K
|
5.32K
$1.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-304- 28.92% |
$71.8K - $88.5K
|
747
$181K
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-300- 25.91% |
$70.9K - $87.3K
|
858
$208K
|